If you are using the Microsoft CRM 2011 Web Client – one of the more useful setting is to set your personal default view. Often times, the system default view may not be your personal preference. Also, you may have created a personal view via Advanced Find that you would like to be the default instead.
Here is how to set your personal default view in Microsoft CRM 2011 Web Client:
- Select your desired personal default view a CRM Entity View. For example Leads “Leads Opened This Week”
- Click on the View tab and then click on the “Set As Default View”
That’s it – this will save you time on each time you access this entity view.
Microsoft Dynamics CRM MVP since 2006
Frank, can you then also share your default view setting or publish it for public view ?
Currently there no “one button” conversion between a personal view and public view. Just have to re-create that personal view under a system view.
Thanks Frank. But can we not make one personal view and share it with a team or something ?
Yes – you can share a personal view with other CRM users and team.
How do I achieve this in an Outlook client (Outlook 2007)?
Within Microsoft CRM Outlook client – you can use the pin view feature. Otherwise will need to open the Web Client via the link to the view URL and then set the default.
How do you return someone’s default view to the default system view?